8 min read
Put Your Small Business Financial Knowledge to the Test
How would you rate your financial literacy? Most small business owners (84%) don't have a business degree or formal...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
8 min read
Jan 9, 2026
How would you rate your financial literacy? Most small business owners (84%) don't have a business degree or formal...
3 min read
Jan 7, 2026
Every year, the amounts allowed for various federal tax benefits are subject to inflation adjustments and legislative...